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This feature will allow you to instantly send all of your hard earned leads directly to your Zoho lists. Follow the instructions below to set up the integration.

While in the Landing Pages list, click on the name of the desired page and select Integrations -> Form Integrations:

If you have already connected your Zoho account to Instapage, you will see it here and you can select it. Otherwise, you will see this screen and you can go to the main Integrations Dashboard to connect.

If you go to the main Integrations dashboard to connect, look for Zoho in the page integrations list.

First, you will need to select which data center you are using (Zoho.com, Zoho.eu or Zoho.in), then click Continue to Zoho in order to log in and accept that you will connect your Instapage workspace to your Zoho account.

Our direct integration is using the API of Zoho and in order to correctly connect your Zoho account, you need to be the Zoho account owner or a team member/user with API permissions.

Note that if a lead already exists in the integration's database but the same data set is submitted again, a duplicate will be created regardless.

The account connection step is done once per workspace. Once you have connected the account, come back to the slideout menu for the page you want to integrate with Zoho and continue with the steps below.

NOTE: Only one account can be connected at a time, even if you have the option of adding more accounts to the list. Click Continue.

Now you need to map your Instapage fields to the ones in Zoho;

Field mapping is the most important step in the setup process. To ensure your leads are successfully accepted by Keap, you must adhere to the following mapping logic:

• Map All Required Fields: Every field marked with an asterisk (*) must be mapped. If a required field is missing, the integration will fail. The 'email' field is strictly required for every submission.
• Internal Value Matching: If a Keap field has predefined "internal values" (dropdowns, checkboxes, or radio buttons), your Instapage field must use the exact same options/values, including exact upper and lowercase, spacing, and characters.
• Type Consistency: We strongly recommend that fields on both sides (Instapage and Keap) share the same data type (e.g., Text to Text, Number to Number).
• The [None] Option: Selecting [None] for an Instapage field means that the specific data will not be sent to Keap.
• Auto-Generate Functionality: Using Auto-Generate will automatically create a new text field within your Keap list properties to house that specific data.
• Custom Fields Limitation: We support a limit of 100 custom fields. If you have more than 100 custom fields, your integration/field might not work. You can either delete the extra fields or use predefined ones in this case.

If you went through all the steps, click on FINISH, and you should see a confirmation message.

Then click on CLOSE.

In order for the changes to save on the page, you still need to update the experience. So after clicking on CLOSE, head back to the first page slide-out to UPDATE the page experience.

NOTE: If you happen to see the following error, it means you disabled Leads Module. You can enable it again by going to Setup - Customization - Modules and Fields - Below you can find a GIF showing how you can enable it again in order to make the error disappear. 

If you went through all the steps, click on Finish and you should see a confirmation message.

Then click on CLOSE.

In order for the changes to save on the page, you still need to update the experience. So after clicking on CLOSE, head back to the first page slide-out to UPDATE the page experience.

You can check the leads that arrive in your Zoho account by accessing Other Modules - Leads - Recently created leads.

Note: While we try to keep all of our instructional articles that involve third-party services up to date, sometimes they make changes to their platform of which we are not aware, and, as a consequence, the user interface may differ from the provided screenshots.